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Your Financial Journey

At Armstrongs Wealth Planning, we take the view that we are here to help guide you on your financial journey. As with most journeys, it is easy to know where you would like to end up, but it can sometimes be difficult to reach the destination. In any journey, we may end up taking a wrong turn or suffer delays due to an unexpected turn of events, but it is undoubtedly easier if we have some form of guidance as to where we are headed - and whether we are on the right track, or not.

And it is within this view, that we use cashflow planning.

Cashflow Planning (or Cashflow Modelling) is our version of a journey planner. We use this with our clients to assess how far away they are from their financial goal and whether they are likely to achieve this earlier, or later than anticipated, or even not at all. By using the latest technology to help forecast our clients financial future, we can then make early interventions and make changes to their journey, to ensure that they remain on track and can ultimately reach their financial destination.

Our advisers will use this process when necessary with our clients, alongside our ongoing advice service. If you would like to know more about this, feel free to reach out and we would be delighted to explain this further.

Please note, investment returns can vary, the capital and income generated cannot be guaranteed.

This notice cannot disclose all the risks associated with the products we make available to you. You should not invest in or deal in any financial product unless you understand its nature and the extent of your exposure to risk. You should also be satisfied that it is suitable for you in the light of your circumstances and financial position. Different investment products have varied levels of exposure to risks and to different combinations of risks.

Our disclaimers are not intended to be fully inclusive of all relevant risks; we would strongly encourage to you ensure that you have read all relevant literature, and that you are comfortable that you understand all of the associated risks relating to an investment, before you decide whether or not to purchase it. Should you be in any doubt as to the risks involved, or to the suitability of a particular investment, you should seek professional financial advice.

Please note that investment values can go down as well as up and past performance is no indication of future performance.


1st Floor, Armstrongs Wealth Planning, 25 Station Rd, Hinckley LE10 1AP


01455 234757



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